TALFX Mutual Fund

TALFX Mutual Fund

NAV$8.06
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Returns Overview

1 Month
-2.66%
3 Months
-0.62%
6 Months
+11.65%
YTD
+7.86%
1 Year
+9.16%
3 Years (annualized)
+16.24%
5 Years (annualized)
+6.94%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TALFX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Transamerica Asset Allocation Long Horizon Blended Benchmark
This Mutual Fund (YTD)
+7.86%
Peer Avg (YTD)
+6.10%
vs Peers
+1.76%

TALFX Mutual Fund Performance

TALFX performance across multiple time periods: 1-month -2.66%, YTD 7.86%, 1-year 9.16%, 3-year 16.24%, 5-year 6.94%, 10-year 10.44%.

TALFX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

TALFX vs another fund shows side-by-side returns. TALFX alternatives are available in the Mutual Fund Screener.